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General Discussion

Got a Docusign question that doesn't fit a specific forum? Ask here!

  • 19 Topics
  • 41 Replies
20 Topics
leah.breen
Community Admin
leah.breenCommunity Admin
published in General Discussion
If you could only use one Docusign feature forever, which one would it be and why?

Felt like it was time for a casual conversation starter! If you could only use one Docusign feature forever, which one would it be and why? I want to know what you couldn’t live without. Drop your opinions in the comments 👇

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leah.breen
Community Admin
D
Community Admin
Docusign CommunityCommunity Admin
published in General Discussion
How to Ask a Great Question That Gets You a Great Answer

The Docusign Community Help Forums are where you can go to get unstuck, get feedback on how you use Docusign, and connect with others who have solved similar challenges. But to get helpful answers, it’s important to ask your question in a way that’s clear and easy to respond to. Here are some simple tips to make sure your post gets the best possible answers: 1. Use a clear and descriptive title A good title sets the stage for your question. Be specific so others know exactly what you're asking. Example: ✅ "How do I automate approval workflows in Docusign CLM?" ❌ "Need help with workflows!" The first title tells the reader what the issue is about, helping the right experts find and answer your question. 2. Provide context and background Give some details so others understand your situation. Mention: Which Docusign product you're using (eSignature, CLM, Navigator, etc.) Any relevant settings or configurations What you've already tried and what happened Example: "I'm using Docusign CLM to

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D
Community Admin
D
Community Admin
Docusign CommunityCommunity Admin
published in General Discussion
Help Forums vs. Groups: Understanding When to Use Which

The Docusign Community offers two key spaces for collaboration and learning: Help Forums and Groups . While they’re both valuable, they serve different purposes. Here's how to decide where to spend your time: Help Forums: Quick answers to specific questions Best For: Troubleshooting a specific issue. Learning how to use a feature in Docusign. Getting step-by-step guidance on solving a challenge. Why use them: Fast solutions: Ask a question and get answers from other members or experts. Searchable archives: Your question might already be answered—just use the search bar. Wide-ranging topics: Covers everything from technical issues to general tips about Docusign tools. Example questions for Help Forums: "How do I create a custom workflow in Docusign CLM?" "How can I bulk generate documents via Salesforce for Docusign?" "How can I add a signer to an envelope after it’s been sent?" Here’s an example of a post in the Help Forums that follow these guidelines: Groups: Deeper discussions and n

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D
Community Admin
A
Newcomer
alinavoNewcomer
asked in General Discussion
Extract signer attachments from documents

I would like to know how to extract signer attachments automatically and individually from the document. When I use the Signer Attachment button, it always combines them into one document.

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A
Newcomer
R
Newcomer
RiaanNewcomer
asked in General Discussion
Can non-registered docusign users change their signature from the default system generated version

Hi, We have non-registered dosusign users that wants to change their signature from the default system generated signature. Kindly confirm if this is possible, and if so, the detailed steps on how to change it. Thank you.

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R
Newcomer
Y
Newcomer
YanaNewcomer
asked in General Discussion
Error “This Account lacks sufficient permissions to use custom tab.”

Hello, Could you please help me? I cannot create custom fields because I do not have the (+) sign next to the custom fields.I have an admin account and I was trying to add through “My Preferences” .But I get error “This Account lacks sufficient permissions to use custom tab.” I added screenshot with the error. Is there any global setting that prevents me from setting up Document Custom Field?

121
M
Community Moderator
M
Newcomer
Mr.rahulNewcomer
asked in General Discussion
How to set up a Organization account

I'm trying to set up an Organization Account within my DocuSign Developer Account, but I'm unable to locate the option in the UI. Could you provide a step-by-step guide or point me to the right section in the admin settings?

111
M
Community Moderator
T
Newcomer
tfajackNewcomer
asked in General Discussion
How can I add a non-siging addressee (spouse) after sending the doc to the signer?

I already sent a doc to the person who needs to sign. They didn’t receive the original email, and requested that I add the spouse (non-signer) to a second email with the envelope. How can I edit an existing envelope to include another addressee?

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M
Community Moderator
N
Newcomer
nharsonoNewcomer
asked in General Discussion
List of User and Information

Hi, i would like to know if there is a way to manage user internally. Example: who can use the QES within the Contract, and who is registered per IDnow.

232
M
Community Moderator
C
Newcomer
ChristinahoffNewcomer
asked in General Discussion
Online Process for Sending documents for signing - not improved; made more cumbersome - why?

Why must you keep backtracking and forcing senseless clicks for the user? This is the second time in less than a year, that the online DocuSign page forces extra clicks for every item sent after the first one. Previously, you could send multiple items and after each one, the Home page would be displayed with the shortcut to your template that would allow you to seamlessly start the next one, next it went to 3 times that it would take you back to home, then 2 times, now not at all. No, now after the item is sent, the navigation stays in the Sent folder which is not helpful at all. Not only that but the sent confirmation message that includes the statement about your environmental impact is displayed 4 TIMES! for each and every item sent. Someone make me understand why user convenience appears to be secondary. At this point, I’d rather attach the document to my email and have it executed and returned the same way.

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R
Community Moderator
A
Newcomer
AnotherBenGNewcomer
posted in General Discussion
TOPIC: Receivers not getting forms and Why do the forms show up blank in review after all Lines and items are added to sign?

This is my second round of sending out Docusigns. This time I checked all areas that were RESPOND ONLY and READ ONLY. Once I was done the form said to add LInes or Send without Lines? What am I doing wrong?

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A
Newcomer
M
Newcomer
mbirdNewcomer
asked in General Discussion
cancelling subscription

Does anyone know how to cancel month docsign subscription? I signed and paid in May because I need to sign some docsign docs, but now no longer needed, but they keep billing me monthly fee.

412
M
Community Moderator
M
Newcomer
MJChristensenNewcomer
asked in General Discussion
Bulk Send Timeout

Hello, I am currently encountering issues with the bulk send process taking a long time or “timing out.” I have used DocuSign’s bulk send for many years for populating (650+ fields) and routing large groups of contracts (70+) to many (up to 15 imported unique individuals). While the process did take some time (5 minutes or so), recently when going through the process there has been a much larger delay (30 minutes) and in some cases, the process times out and I am unable to route the documents. Has there been a change in the last year or so or is there something that I could be missing that would be causing the delay or issues with sending the bulk send?

261
Hengfeng Ge
Frequent Contributor
A
Observer
abtosoftwareObserver
asked in General Discussion
verification number

Hello, i have a problem. verification number i have registered, is not working properly. Sms codes are not incoming any more. Once i was registering i have obtaied sms code. Now i want to change my verification number but i cannot. Who can help me to do it.

270
A
Observer
M
Newcomer
monikin7Newcomer
asked in General Discussion
Charge after subscription was cancelled

Hi, I cancelled my subscription on January 2025 and I was charge for February. It is not letting open a case either, when I go the cases section the “New case” button does not appear.

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R
Community Moderator
S
New Voice
sgarciavNew Voice
asked in General Discussion
Can I disable the " i agree to use electronic records and signatures" mesage?

Hi all, a few weeks ago users started to get the message presented in the title. Since we are using DocuSign internally, many are complaining about it. Why did this message/dialog start coming up? Is there a way to disable it? I checked signing settings, but nothing pops up. Any orientation is appreciated. Salvador PS: Image of dialog presented here:

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S
New Voice
C
Docusign Employee
Community UserLegacy User
asked in General Discussion
How do I stop DocuSign from sending reminder emails for signatures?

How do I stop DocuSign from sending reminder emails for signatures?

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J
Newcomer
P
Newcomer
ponchoNewcomer
asked in General Discussion
Paypal docusign scam

I received an email from docusign about completed purchase through Paypal for bitcoin. I checked my docusign account which I have not used recently and found 2 “completed” folders, one of which I can’t open. So far my Paypal does not show a purchase, but I don’t know what the “completed document is and it won’t allow me to take any action or report it. Should I be concerned?

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Community Moderator
L
Newcomer
Logan MartinNewcomer
asked in General Discussion
E-Mail Question

Hi: I am a new Admin for our DocuSign account and I have a question regarding the e-mail notifications we get letting us know that there is a new document for us to review/sign off on. Regardless of who initiates a request, when the notification arrives in our Gmail inbox, it says it is from “XXX via DocuSign,” where XXX is an employee who used to actually be in my position but is no longer with our company (I am the person who replaced XXX). Does anyone know how to go in and change that? In a perfect world, I’d like it to say that it is from whomever originates the requisition, but if they have to all appear to be from me, I can live with that. I just don’t know how to get rid of/change the name of the person who is no longer with us. I just went in and saw that his profile was active, so I closed it about 10 minutes ago. But, as I have been typing this, I received another email, and it still said it was from XXX, so I am at a loss. Any guidance/help that anyone can provide would be g

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A
Community Moderator
L
Newcomer
LukaNewcomer
asked in General Discussion
Change email domain

The following is what I plan to do, I would like to know if it is correct and is there anything wrong with my understanding? 1. Declare a new domain, add domain and change settings 2. Update the email address of a single user and test the new account login. If the single account test is normal, you can use the sample file to update a large number of users. The "UserEmail" field in the sample file remains unchanged and must contain the current user's email address. In the "UpdatedUserEmail" field, enter the email address for the new domain. Once the import is complete, the user's email address will be updated. All existing information will be there. ※ It is recommended to set up and test SSO in a demonstration organization first. Once successful, repeat the same steps in the production organization account.Login to different URLs will lead to different environments.Demonstration: https://account-d.docusign.comProduction: https://account.docusign.com

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Community Moderator

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